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Simon Property Group
SPG

Overview Fund Activity

666 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
-6
Holders Change %
-0.89%
% of All Funds
17.76%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
50
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$678M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$164M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$131M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$542M
2
State Street
State Street
Massachusetts
-$172M
3
TA
Teachers Advisors
New York
-$157M
4
Norges Bank
Norges Bank
Norway
-$136M
5
Invesco
Invesco
Georgia
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
576
MV Capital Management
Maryland
$147K – – –
FHA
577
First Horizon Advisors
Tennessee
$136K – – –
DAM
578
Delta Asset Management
Tennessee
$133K -$48.9K -250 -27%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$131K +$18.2K +93 +16%
BEAM
580
Baker Ellis Asset Management
Washington
$117K – – –
BWA
581
Burt Wealth Advisors
Maryland
$106K – – –
WTB
582
Washington Trust Bank
Washington
$102K – – –
HCP
583
Holt Capital Partners
Texas
$99K – – –
KTC
584
Kistler-Tiffany Companies
Pennsylvania
$97K – – –
RFA
585
Reilly Financial Advisors
California
$94K +$391 +2 +0.4%
WT
586
Whittier Trust
California
$89K – – –
Manulife (Manufacturers Life Insurance)
587
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.9K -$3.11K -15,870 -3%
Bessemer Group
588
Bessemer Group
New Jersey
$85K -$82.3K -419 -49%
ATC
589
Adirondack Trust Company
New York
$85K +$13.6K +70 +19%
IWM
590
Integrated Wealth Management
California
$85K +$85K +438 New
SNT
591
Security National Trust
West Virginia
$82K -$8.61K -44 -10%
HI
592
Hudock Inc
Pennsylvania
$82K – – –
ST
593
Smithfield Trust
Pennsylvania
$81K – – –
FMP
594
Financial Management Professionals
Texas
$81K – – –
SC
595
Saturna Capital
Washington
$78K – – –
CLOS
596
Compagnie Lombard Odier SCmA
Switzerland
$78K – – –
HCM
597
Highlander Capital Management
New Jersey
$77K – – –
JIC
598
Joel Isaacson & Co
New York
$66K – – –
TRCT
599
Tower Research Capital (TRC)
New York
$65K -$237K -1,213 -79%
GXMC
600
Global X Management Company
New York
$60K -$7.28K -37 -11%
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